Structure overview
The structure overview shows you at a glance how the people and companies in an account are connected to one another, as a family relationship or as a shareholding.
You will find it in the main menu under Structure overview.
What you see here
People (e.g. Andreas Lowe) and companies (e.g. Lowe Consulting GmbH) appear as cards in a diagram. Lines between the cards show the relationship: married, child of or shareholder.
| Type | Example | Typical relationship |
|---|---|---|
| Person | Andreas Lowe | Married to, child of |
| Company (e.g. GmbH) | Lowe Consulting GmbH | Shareholder |
At the top left you switch between two perspectives: Family structure (family relationships) and Ownership structure (shareholdings). Depending on the perspective, the sub-views change: “Tax allowances” is only available in the family structure, “Co-ownership” and “Loans” only in the ownership structure.
Step-by-step guide
- Open Structure overview in the main menu.
- The view starts in the Family structure with “All entities”. You see all people and their family connections.
- If you want to highlight particular people, change the drop-down from “All entities” to “Selection”.
- Click one or more people to mark them as the starting point.
- Use fit view at the bottom right to centre the diagram again.
- Click Ownership structure at the top to switch from family relationships to shareholdings.
- You now see which person holds a stake in which company, e.g. Andreas Lowe in Lowe Consulting GmbH.
- Use Co-ownership and Loans to show additional detail views.
- Here too, you can use the “Selection” drop-down to highlight individual people or companies.
Selection is not a filter: If you choose a single person or company in the “Selection” drop-down, the entire connected network (e.g. the whole family) remains visible. The selected entity is only highlighted as the starting point.
If a shareholding connection shows “n/a” instead of a percentage, no share has been entered for this investment yet. Add it in the Investments area.
Amounts are displayed in German number format, e.g. 138.000,00 €. The
structure overview is a view only; you cannot enter values directly
here.
Frequently asked questions
Why do I still see all family members under “Selection”?
The selection marks the chosen entity as the starting point but does not hide connected people. A view showing a single entity only is currently not available on this page.
What does “n/a” on a connection mean?
“n/a” stands for “not available”: no share has been entered for this investment yet. Add it in the Investments area.
How do I switch between the family and ownership structure?
Using the two buttons at the top left of the diagram area: Family structure and Ownership structure.
Can I print or export the structure overview?
Yes, Print at the top right creates a print-ready view of the current diagram.